# Chartered Holdings INC DC Plan
Source: https://planprovider.pro/companies/chartered-holdings-inc-880280703-001

> Chartered Holdings INC's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chartered Holdings INC

- **Sponsor EIN:** 880280703

- **Sponsor Address:** 1230 RED ASH LANE, BOULDER, CO, 80303

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 5

- **Total Assets:** $3.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$3.7M|$0|$0|

| 2023|7|$3.4M|$0|$0|

| 2022|4|$3.0M|$0|$0|

## Similar Plans

- [Alterra Mountain Company U.S. INC.](https://planprovider.pro/companies/alterra-mountain-company-u-s-inc-911616891-501) — 5,803 participants

- [Sycamore Brokerage, LLC](https://planprovider.pro/companies/sycamore-brokerage-llc-841484614-501) — 229 participants

- [Real Capital Solutions, INC.](https://planprovider.pro/companies/real-capital-solutions-inc-841198997-501) — 92 participants

- [Basalt Trade Associates, L.L.C.](https://planprovider.pro/companies/basalt-trade-associates-l-l-c-401k-plan) — 6 participants

- [Integrated Property Investments, INC.](https://planprovider.pro/companies/integrated-property-investments-inc-401k-plan) — 3 participants

- [Brian Fussel](https://planprovider.pro/companies/brian-fussel-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chartered-holdings-inc-880280703-001)

© 2026 PlanProvider.Pro